Hear from a former emerging DSO CEO as she share lessons on scaling a dental organization, leading through change, and preparing for a successful transition in this episode of The Advisor's Table.
An acquisition offer can be exciting, but before focusing on the purchase price, ask these four questions to determine whether the offer is truly worth considering.
Explore the latest healthcare M&A market trends, private equity activity, evolving DSO deal structures, and what today's market means for practice owners in this quarterly bonus episode of The Advisor's Table.
7 Pillars brought together practice leaders, advisors, and industry experts for a day of collaborative learning and honest conversations around growth, leadership, and long-term planning. This article shares the key takeaways from the event.
In this episode of The Advisor's Table, discover how owners can determine when they're ready to sell, prepare financially, and navigate the emotional side of a transition.
Learn the most common mistakes owners make during a transition and how preparation and the right advisory team can impact your outcome in this episode of The Advisor's Table.
In this episode of The Advisor's Table, learn how business owners can build wealth before a sale through diversification, investment strategy, and long-term financial planning.
Learn how tax-loss harvesting strategies can help owners reduce taxes, preserve wealth, and prepare for a future practice sale or transition in this episode of The Advisor's Table.
In this episode of The Advisor’s Table, Michael and Brian discuss why successful transitions require more than just an M&A advisor. They break down the importance of also having your financial planner, accountant, and legal counsel all working in coordination toward a shared goal.
